V Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,736
| Closed | -$462K | – | 288 |
|
|
2023
Q2 | $462K | Sell |
4,736
-13
| -0.3% | -$1.27K | 0.08% | 211 |
|
|
2023
Q1 | $462K | Buy |
4,749
+39
| +0.8% | +$3.79K | 0.09% | 203 |
|
|
2022
Q4 | $477K | Sell |
4,710
-3,934
| -46% | -$398K | 0.1% | 192 |
|
|
2022
Q3 | $717K | Sell |
8,644
-12
| -0.1% | -$995 | 0.14% | 147 |
|
|
2022
Q2 | $854K | Buy |
8,656
+4,044
| +88% | +$399K | 0.16% | 151 |
|
|
2022
Q1 | $433K | Buy |
4,612
+158
| +4% | +$14.8K | 0.07% | 269 |
|
|
2021
Q4 | $423K | Sell |
4,454
-100
| -2% | -$9.5K | 0.06% | 289 |
|
|
2021
Q3 | $432K | Sell |
4,554
-493
| -10% | -$46.8K | 0.07% | 291 |
|
|
2021
Q2 | $502K | Buy |
5,047
+443
| +10% | +$44.1K | 0.08% | 272 |
|
|
2021
Q1 | $408K | Sell |
4,604
-254
| -5% | -$22.5K | 0.07% | 288 |
|
|
2020
Q4 | $402K | Buy |
+4,858
| New | +$402K | 0.08% | 246 |
|
|
2020
Q3 | – | Sell |
-3,691
| Closed | -$258K | – | 287 |
|
|
2020
Q2 | $258K | Sell |
3,691
-699
| -16% | -$48.9K | 0.07% | 291 |
|
|
2020
Q1 | $320K | Buy |
4,390
+740
| +20% | +$53.9K | 0.1% | 206 |
|
|
2019
Q4 | $277K | Hold |
3,650
| – | – | 0.1% | 209 |
|
|
2019
Q3 | $277K | Buy |
3,650
+613
| +20% | +$46.5K | 0.1% | 210 |
|
|
2019
Q2 | $245K | Sell |
3,037
-592
| -16% | -$47.8K | 0.09% | 224 |
|
|
2019
Q1 | $305K | Buy |
3,629
+302
| +9% | +$25.4K | 0.12% | 178 |
|
|
2018
Q4 | $228K | Hold |
3,327
| – | – | 0.12% | 188 |
|
|
2018
Q3 | $268K | Buy |
3,327
+226
| +7% | +$18.2K | 0.12% | 183 |
|
|
2018
Q2 | $256K | Sell |
3,101
-224
| -7% | -$18.5K | 0.14% | 165 |
|
|
2018
Q1 | $327K | Buy |
3,325
+843
| +34% | +$82.9K | 0.17% | 139 |
|
|
2017
Q4 | $258K | Buy |
2,482
+368
| +17% | +$38.3K | 0.13% | 163 |
|
|
2017
Q3 | $234K | Hold |
2,114
| – | – | 0.12% | 159 |
|
|
2017
Q2 | $249K | Sell |
2,114
-1,995
| -49% | -$235K | 0.12% | 158 |
|
|
2017
Q1 | $464K | Buy |
4,109
+1,700
| +71% | +$192K | 0.29% | 95 |
|
|
2016
Q4 | $220K | Sell |
2,409
-883
| -27% | -$80.6K | 0.16% | 153 |
|
|
2016
Q3 | $321K | Sell |
3,292
-152
| -4% | -$14.8K | 0.26% | 115 |
|
|
2016
Q2 | $349K | Buy |
3,444
+556
| +19% | +$56.3K | 0.29% | 102 |
|
|
2016
Q1 | $286K | Buy |
+2,888
| New | +$286K | 0.23% | 99 |
|